Creative Financial Group In the Media


We help individuals and families work toward achieving their ideal retirements.

As Featured In:

media

John & Kurt as featured in Kiplinger

Kiplinger logo

Unexpected Problems Can Hurt Your Retirement

By webteam | June 30, 2017 |

As they look ahead to the future, too many retirement-minded investors simply haven’t paid enough attention to the setbacks and problems that can damage their plans and dreams for retirement. Frankly, too many investors don’t even know how to start their retirements by making smart decisions about turning on their Social Security benefits, pensions and…

Roth IRAs: A Great Tool for Investors Looking for Tax Efficiency

By webteam | May 18, 2017 |

One of the best things a financial adviser can do for you is provide strategies that can help preserve your assets against risk. Most commonly, people think of diversifying their investments. But it’s not enough to diversify only your investments; you should also diversify your assets in tax-efficient accounts. The Roth IRA provides a great…

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 317.788.1562